Everything You Need to Know About Analytics

1. 📊 Analytics

In the Analytics tab of your Manager, we want to help you better understand your business and identify important trends. You'll find key performance indicators (KPIs), charts, and , in the Reports tab next to it an overview of every report you can download and process further.

🔢 Key performance indicators (KPIs)

The Analytics page shows you four KPIs:

📊 Charts

Below the KPIs, you'll find charts on revenue, bookings, customers, and memberships.

• Pick the year you want to analyze, and a comparison year.
• If the current year isn't over yet, totals are shown from the beginning of the year to today , and the comparison period adjusts automatically to match.
• If you manage multiple locations, you can view data for one, several, or all of them.
• Hover over a chart to see the exact numbers for a given month.

1. Revenue
Compared to the previous year, and automatically calculated as either invoiced or paid revenue depending on whether you use income/expense accounting or double-entry bookkeeping. Hover the ⓘ icon next to the chart to see exactly which value is being used.

2. Bookings
Shows the number of: active bookings, all cancellations, late cancellations and on-time cancellations.

3. Customers
Counts customers with at least one non-cancelled booking in the period. A customer with bookings in both January and February will appear in both months.

4. Memberships , Shows overall membership development, broken down into:

• New , memberships that started that month
• Paused , memberships that have been paused
• Terminated , memberships cancelled that month (may still be valid until their term ends)
• Ended , memberships whose validity ended that month

2. 📁 Reports: all your exports in one place

The Reports tab gives you an overview of every file you can download and process further , customers, marketing, videos, products, financials, and activities. Click any report to jump straight to the relevant area of the Manager where you can download it.

Below is a guide to what's in each category, and links to the full how-to article for each.

📅 Activities

Export bookings, appointments, and occupancy data. Useful for utilization, attendance, and scheduling analysis.
→ How to export your activity data 

👥 Customers

Export your customer list and their booking/product history as a CSV.
→ Working with customer CSV exports 

💶 Financials

Export invoices, payments, and financial summaries for accounting or deeper analysis.
→ Which reports can I export, and for what purpose

📦 Products

Export your memberships, services, and products, including status and validity filters (active, inactive, expiring soon, etc.).
→ Exporting the products overview

3. 💡 Getting the most out of Analytics & Reports

Numbers are only useful if you know what to do with them. Here are common business questions studio owners ask, and where to find the answer in your Manager.

📍 Where to look:	Products → Analysis export, filter by product name. 👉 More details here.
💡 What to do about it:	Set up a follow-up campaign to convert them to a paid product.👉 Find an example here.

📍 Where to look:	Marketing > All contacts > Filter 👇
💡 Tip to filter:	New filter set  Product purchased

 

5. Which customers' products are expiring soon?

📍 Where to look:

Products → Analysis, filter Valid until. 👉 See how here.

💡 What to do about it:

Example 1 - Block card validity If you see many clients with a high amount of units left but their block card is about to expire, you might need to review your validity policies. For example, if most of those clients only come in once a week, they'd need 10 weeks to use a 10-visit card. Example 2 - Studio closure Studio closes for 1 week → filter clients whose block card expires during that window → proactively extend their validity by the closure period before they even notice, instead of waiting for complaints.

📍 Where to look:	Two Products exports + a lookup formula.👉  See the full walkthrough here.
💡 What to do about it:	Use this to understand product preferences and spot upsell opportunities.

📍 Where to look:	Marketing > All contacts > Filter 👇
💡 Tip to filter:	New filter set Product purchased

 

8. Which promotion codes actually brought in revenue?

📍 Where to look:	Marketing → Used promotion codes.👇
💡 What to do about it:	Keep your best-performing campaigns and stop using ineffective discount codes.

9. Which products generate the most revenue?

📍 Where to look:	Analytics > Reports > Financials → Product sales & discounts overview.👇
💡 What to do about it:	Identify your best-selling products. Review discounts granted for each product. Monitor product revenue over a selected period.

10. Which classes consistently fill up? Which are always half empty?

📍 Where to look:	Analytics > Reports Activities → Utilization report. 👇
💡 What to do about it:	Adjust class sizes, timing, or promotion based on demand.

4. 🔍 Advanced Analytics: go further

Need more than the built-in KPIs and charts? The Advanced Analytics extension gives you deeper, customizable reporting for larger or multi-location businesses.

👉 Everything you need to know about the Advanced Analytics extension

❓Still have questions?

We're here to help! If you're unsure whether a feature is right for your business or need help setting it up, don't hesitate to reach out.